Verecan Asset Management Inc.

RIASEC RegisteredEst. 2025
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$177K
Accounts
15
Employees
39
Advisory reps
3

Firm details

Headquarters
Halifax Nova Scotia,
CRD number
337563
Registered since
August 26, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Verecan Asset Management Inc. is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm provides financial planning and portfolio management services targeted at individuals and small businesses and charges advisory fees as a percentage of assets under management. Its ownership is reported as a combination of a foreign entity and an individual. Verecan does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. The firm is SEC-registered (registration year listed as 2025) and operates as a standalone RIA rather than as part of a related-adviser network. Advisory activity is focused on direct client portfolios rather than institutional pension consulting or outsourced manager allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 1%89%
  • Exchange Traded Equities89%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Lester White

    CEO and PresidentCRD 8108415

  • Shawna Young

    Chief Compliance OfficerCRD 8108432

Contacts

1 of 1
  • Daniel LeBlanc

    Portfolio ManagerCRD 8113852

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Halifax Nova Scotia, null

Location

Halifax Nova Scotia, null

Headquartered in Halifax Nova Scotia, null.

Address
1701 Hollis St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth